Vishria Bird Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
42,369
-966
| -2% | -$23.6K | 0.34% | 32 |
|
|
2025
Q1 | $957K | Hold |
43,335
| – | – | 0.33% | 35 |
|
|
2024
Q4 | $1.01M | Hold |
43,335
| – | – | 0.35% | 35 |
|
|
2024
Q3 | $980K | Buy |
43,335
+25,704
| +146% | +$581K | 0.37% | 34 |
|
|
2024
Q2 | $378K | Hold |
17,631
| – | – | 0.16% | 51 |
|
|
2024
Q1 | $365K | Sell |
17,631
-36
| -0.2% | -$745 | 0.16% | 50 |
|
|
2023
Q4 | $332K | Sell |
17,667
-45
| -0.3% | -$846 | 0.16% | 46 |
|
|
2023
Q3 | $299K | Sell |
17,712
-183
| -1% | -$3.09K | 0.17% | 44 |
|
|
2023
Q2 | $312K | Hold |
17,895
| – | – | 0.19% | 43 |
|
|
2023
Q1 | $289K | Sell |
17,895
-500,118
| -97% | -$8.08M | 0.18% | 43 |
|
|
2022
Q4 | $7.8M | Sell |
518,013
-4,038
| -0.8% | -$60.8K | 5.43% | 6 |
|
|
2022
Q3 | $7.37M | Sell |
522,051
-3,639
| -0.7% | -$51.4K | 4.96% | 7 |
|
|
2022
Q2 | $7.83M | Sell |
525,690
-7,152
| -1% | -$106K | 5.21% | 8 |
|
|
2022
Q1 | $9.57M | Buy |
532,842
+515,694
| +3,007% | +$9.26M | 5.28% | 9 |
|
|
2021
Q4 | $325K | Sell |
17,148
-1,692
| -9% | -$32.1K | 0.15% | 52 |
|
|
2021
Q3 | $327K | Buy |
18,840
+714
| +4% | +$12.4K | 0.17% | 48 |
|
|
2021
Q2 | $314K | Buy |
18,126
+1,074
| +6% | +$18.6K | 0.15% | 48 |
|
|
2021
Q1 | $273K | Sell |
17,052
-2,436
| -13% | -$39K | 0.15% | 47 |
|
|
2020
Q4 | $295K | Sell |
19,488
-990
| -5% | -$15K | 0.17% | 41 |
|
|
2020
Q3 | $275K | Sell |
20,478
-330
| -2% | -$4.43K | 0.17% | 39 |
|
|
2020
Q2 | $257K | Sell |
20,808
-710,772
| -97% | -$8.78M | 0.2% | 35 |
|
|
2020
Q1 | $7.47M | Buy |
731,580
+409,434
| +127% | +$4.18M | 7.82% | 2 |
|
|
2019
Q4 | $4.12M | Buy |
322,146
+113,232
| +54% | +$1.45M | 4% | 13 |
|
|
2019
Q3 | $2.47M | Buy |
208,914
+22,206
| +12% | +$263K | 2.83% | 15 |
|
|
2019
Q2 | $2.18M | Buy |
186,708
+6,696
| +4% | +$78.3K | 2.18% | 17 |
|
|
2019
Q1 | $2.03M | Buy |
180,012
+13,470
| +8% | +$152K | 2.05% | 18 |
|
|
2018
Q4 | $1.66M | Buy |
166,542
+23,982
| +17% | +$239K | 1.83% | 17 |
|
|
2018
Q3 | $1.65M | Buy |
142,560
+3,516
| +3% | +$40.8K | 1.42% | 18 |
|
|
2018
Q2 | $1.51M | Buy |
+139,044
| New | +$1.51M | 1.4% | 17 |
|